A detailed history of My Legacy Advisors, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, My Legacy Advisors, LLC holds 9,792 shares of DUK stock, worth $1.1 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
9,792
Previous 11,808 17.07%
Holding current value
$1.1 Million
Previous $1.18 Million 4.56%
% of portfolio
0.45%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$99.35 - $117.71 $200,289 - $237,303
-2,016 Reduced 17.07%
9,792 $1.13 Million
Q2 2024

Jul 24, 2024

BUY
$92.87 - $104.6 $22,567 - $25,417
243 Added 2.1%
11,808 $1.18 Million
Q1 2024

Jul 25, 2024

SELL
$90.65 - $99.39 $25,382 - $27,829
-280 Reduced 2.37%
11,528 $1.11 Million
Q4 2023

Jan 12, 2024

SELL
$85.44 - $98.31 $88,943 - $102,340
-1,041 Reduced 8.26%
11,565 $1.12 Million
Q3 2023

Oct 20, 2023

BUY
$86.65 - $95.56 $52,509 - $57,909
606 Added 5.05%
12,606 $1.11 Million
Q2 2023

Jul 14, 2023

BUY
$88.01 - $99.74 $2,640 - $2,992
30 Added 0.25%
12,000 $1.08 Million
Q1 2023

Apr 11, 2023

BUY
$91.55 - $105.65 $66,373 - $76,596
725 Added 6.45%
11,970 $1.15 Million
Q4 2022

Feb 07, 2023

BUY
$86.82 - $103.84 $141,256 - $168,947
1,627 Added 16.92%
11,245 $1.16 Million
Q3 2022

Oct 17, 2022

BUY
$24.9 - $110.88 $39,342 - $175,190
1,580 Added 19.66%
9,618 $835,000
Q2 2022

Jul 12, 2022

BUY
$97.82 - $115.43 $101,537 - $119,816
1,038 Added 14.83%
8,038 $868,000
Q1 2022

Apr 07, 2022

BUY
$97.04 - $111.66 $679,280 - $781,620
7,000 New
7,000 $782,000

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $86.4B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.